CRM with a visual sales funnel
Every deal moves through stages on a drag-and-drop board. Brokers see in seconds what is stalled, what is hot and what has closed.
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Catena
A custom website and app for the real estate market: CRM with a sales funnel, property management with photos, a public page for every broker, financial control with commissions and a management panel for agencies. Multiple agencies on one platform from day one, in production with real clients and shipping new features every week.
See everything we deliveredThe challenge
The client wanted a CRM for their community of brokers and had a short deadline: two months. They had already accepted, half frustrated, the market's standard script: a very limited first version, a mobile app only in the distant future and a promise to rebuild everything properly later. The challenge was to break that script: launch on time without shipping too little, building a definitive foundation from day one, ready to evolve for years.
The solution
In about 15 days, the client had in hand what they expected to take months: the website, the app, a fully functional admin panel and a professional release routine, with a separate testing environment and updates that go live automatically without taking the system down. The first version launched with far more features than they imagined having at the start, built on a definitive foundation: no throwaway version to discard later. It is the same foundation running today, serving multiple agencies, in the browser and as an iOS and Android app, under an ongoing evolution contract: new features every week, guided by real usage, without stopping the operation.
Highlights
What we delivered.
Complete property management
Listings with batch photo upload, image cropping, address auto-filled from the postal code and automatic conversion of iPhone photos. Registering a property takes minutes, not hours.
A public website for every broker
Each broker gets their own page with a property portfolio. Links shared on WhatsApp unfurl with the property photo and description, which greatly increases click-through.
Lead capture straight into WhatsApp
Visitors click a property and land directly in a conversation with the broker, already identified as a lead in the system. No contact gets lost.
Finance with automatic commissions
Sales records with commission calculation, total sales value (VGV) and performance charts. Split rules configurable per agency, including broker tiers with different percentages.
True multi-tenant (SaaS)
Multiple agencies on the same platform, each with fully isolated data and its own commission and lead-capture rules. One codebase, N clients.
Central admin panel
An owner's view of the business: account management, access suspension, sales charts per agency and full control of the operation without depending on the developer.
Mobile app (iOS and Android)
The same platform runs in the browser and as a mobile app, from a single codebase. Brokers work from wherever they are.
Agenda integrated with Google Calendar (evolving)
Events, visits and appointments inside the CRM, synced with the broker's Google account. The system follows the real routine of people who sell.
Invite-based onboarding and demo environment
New brokers join through a manager's invite and start fully configured. A complete demo environment with realistic data to present the platform to new clients.
E-mail invites and notifications
The system sends e-mails on its own: invitations for new users, alerts and important notifications land straight in the inbox.
Security and privacy
Robust authentication, role-based permissions (broker, manager, admin), password recovery and LGPD compliance.
Professional infrastructure at a tiny cost
Every change is tested in a separate environment before reaching users and goes live automatically, without taking the system down. Daily backups tested with real restores and 24/7 monitoring with e-mail alerts if anything goes down. Even with all of this, the monthly infrastructure cost is tiny.
Custom design system, light and dark
A consistent visual identity across the whole platform (web, mobile, public site and admin), with light and dark themes in every product.
Continuous evolution driven by real usage
Over 100 incremental releases under an ongoing evolution contract: every cycle starts from user feedback, goes through review and automated tests and reaches production without stopping the operation.
Deliverables
Website and app (web + mobile)CRM with sales funnelMulti-tenant (SaaS)Public broker websiteWhatsApp integrationFinance and commissionsCentral admin panelGoogle Calendar agendaLight and dark themeBackups and 24/7 monitoringZero-downtime updatesContinuous evolutionE-mail invites and alertsLean infrastructure cost
Your project
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